Western Asset Inflation-Linked Income Fund
WIA
44 hedge funds and large institutions have $105M invested in Western Asset Inflation-Linked Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
16% more funds holding
Funds holding: 38 → 44 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
0.81% less ownership
Funds ownership: 31.73% → 30.93% (-0.81%)
2% less capital invested
Capital invested by funds: $107M → $105M (-$1.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.64M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$653K |
| 4 |
Morgan Stanley
New York
|
+$489K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.55M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.43M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.4M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.28M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.16M |
WIA Hedge Fund Activity: Q2 2016 in Review
44 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2016, worth a combined $105M — down 1.8% from $107M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIA positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.64M. The largest seller was Wells Fargo, cutting an estimated $7.55M.
- 44 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2016, up from 38 in Q1 2016.
- Funds reported $105M of Western Asset Inflation-Linked Income Fund stock for Q2 2016, down 1.8% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2016 and 2 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2016 was Sit Investment Associates, an estimated $4.64M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2016 was Wells Fargo, an estimated $7.55M sold.
Based on aggregated 13F filings for Q2 2016.